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Insurance Product Tax Seminar (Washington, D.C.)
Below you will find presentations from Product Tax Seminar in Washington, D.C. held on September 8-10, 2008. Please note that some have multiple presentations from different authors/presenters.
- MONDAY, SEPTEMBER 8, 2008
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- LIFE INSURANCE BOOT CAMP
- Faculty: John Adney, Davis & Harman LLP; Chris DesRochers, SMART Business Advisory and Consulting;
Doug Hertz, SMART Business Advisory and Consulting, LLC;
Brian King, SMART Business Advisory and Consulting
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- ANNUITY BOOT CAMP
- Faculty: Thomas A. Gick, Sutherland Asbill & Brennan LLP;
Mark E. Griffin, Davis & Harman LLP;
Bryan W. Keene, Davis & Harman LLP;
Joseph F. McKeever, III, Davis & Harman LLP
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- BOOT CAMP BREAKOUT SESSION I - (Choose 1)
- A. Failed Contracts and Unintentional MECs
- Craig Springfield, Davis & Harman LLP and Ame Biggart, SMART Business Advisory and Consulting, LLC
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- B. Section 817(h) and Investor Control
- John Adney, Davis & Harman LLP and Bryan W. Keene, Davis & Harman LLP
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- BOOT CAMP BREAKOUT SESSION II (Choose 1)
- C. Guaranteed Withdrawal Benefits
- Thomas A. Gick, Sutherland Asbill & Brennan LLP and Joseph F. McKeever, III, Davis & Harman LLP
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- D. Material Changes and the Necessary Premium Testing
- Craig Springfield, Davis and Harman LLP and Brian King, SMART Business Advisory and Consulting
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- TUESDAY, SEPTEMBER 9, 2008
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- SESSION I - Life Insurance Product Tax Update: 7702 and 7702A
- Session Chair: John Adney, Davis & Harman LLP
- Faculty: Sheryl Flum, IRS Office of Associate Chief Counsel;
Doug Hertz, SMART Business Advisory and Consulting, LLC;
Don Walker, Farm Bureau Life of Michigan
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- SESSION II - Life Insurance Product Tax Update: Other
- Session Chair: Chris DesRochers, SMART Business Advisory and Consulting
- Faculty: Craig Springfield, Davis & Harman LLP;
Ann Cammack, MassMutual Financial Group;
Susan Hotine, Scribner, Hall & Thompson LLP; Mark Smith, Office of Tax Policy, Treasury Department
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- BREAKOUT SESSION I–(Choose 1)
- A. Section 1035 Exchanges
- Session Chair: Mark Griffin, Davis & Harman LLP
- Faculty: Don Drees, IRS Office of Associate Chief Counsel;
Mark Rush, MassMutual Financial Group
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- B. Longevity Products
- Session Chair: Chris DesRochers, SMART Business Advisory and Consulting
- Faculty: Laurie D. Lewis, Phoenix Companies Inc.;
Joseph McKeever, Davis & Harman LLP; John Glover, IRS Office of Associate Chief Counsel
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- C. Tax and the Product Development Process
- Session Chair: John Adney, Davis & Harman LLP
- Faculty: Kory Olsen, Pacific Life Insurance Company;
Ann Delaney, John Hancock Life Insurance Company
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- BREAKOUT SESSION II–(Choose 1)
- D. Defining "Insurance" from a Tax Perspective
- Session Chair: Rick Gelfond, Deloitte Tax LLP
- Faculty: Peter Winslow, Scribner, Hall & Thompson LLP;
Greg Stephenson, SMART Business Advisory and Consulting, LLC
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- E. Tax Issues in Life Settlements & STOLI
- Session Chair: Mike LeBouef, SMART Business Advisory and Consulting, LLC
- Faculty: Kirk Van Brunt, Davis & Harman LLP;
Richard Safranek, Deloitte Tax LLP;
Josephine Firehock, IRS Office of Associate Chief Counsel
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- F. Product Issues in Qualified Plans
- Session Chair: W. Mark Smith, Sutherland, Asbill & Brennan LLP
- Faculty: Jason Bortz, Davis & Harman LLP
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- SESSION III - Annuity Product Tax Update
- Session Chair: Joe McKeever, Davis & Harman LLP
- Faculty: Bryan W. Keene, Davis & Harman LLP;
Laurie D. Lewis, Phoenix Companies Inc.;
Richard W. Skillman, Caplin & Drysdale; Sheryl Flum, IRS Office of Associate Chief Counsel
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- WEDNESDAY, SEPTEMBER 10, 2008
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- SESSION IV–Remediation
- Session Chair: Brian King, SMART Business Advisory and Consulting, LLC
- Faculty: Steve Dicke, Scribner, Hall & Thompson LLP;
Don Drees, IRS Office of Associate Chief Counsel;
Kay Hossofsky, IRS Office of Associate Chief Counsel;
Daniela Stoia, Davis & Harman LLP
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